CWM
SBI

Connecticut Wealth Management’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Connecticut Wealth Management’s Portfolio SBI Stock Details SBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-13,600
Closed -$97.4K – 326
2023
Q3 		$97.4K Hold
13,600
– – 0.01% 290
2023
Q2 		$104K Hold
13,600
– – 0.01% 263
2023
Q1 		$108K Buy
+13,600
New +$108K 0.01% 247